OUR HOW

‘Helping clients stick to their financial plan when they feel worry and anxiety relies on maintaining a long-term perspective.’

In simple terms, we combine inspirational lifestyle planning with expert independent financial advice.

We’re naturally curious about your life, taking time to carefully understand your hopes and fears for the future.

This means we will be asking you meaningful questions about your life (past and present), and truly listening to the answers you give.

We will then collaborate on a deeply personal financial plan, which will help to answer expensive questions you may have surrounding your finances.

The financial planning process we will go through will remove any anxiety you may be feeling about your finances; will provide you with clarity about wealth creation; will showcase proven and back-tested methods of wealth preservation; and will give you the confidence of leaving behind a meaningful legacy for your loved ones.

We offer a wide range of services for both personal and corporate clients, which are designed to maximise your ability to achieve and maintain financial independence.

Questions we will help you answer include:

  • Do we have the right financial building blocks in place?
  • When will I be able to afford to retire/make changes in my life?
  • What happens to my family if I die or become seriously ill?
  • Will I ever run out of money?
  • How can I be more tax efficient?
  • Am I investing my money wisely enough?
  • How much do I need to sell my business for to achieve the life I want?
  • How do I preserve and pass down the wealth I’ve spent my lifetime building?

Longhurst Limited is authorised and regulated by the Financial Conduct Authority.

Longhurst Limited is registered in England and Wales under reference 11193790.